- a winning philosophy
- About us
- Dowload white paper
- Our funds
- Investment philosophy
Saving for retirement
Our expressed long-term attitude fits perfectly with retirement savings. Similarly, we are an active fund manager and it is important that you are active in your choice of pension funds as this can make a big difference to your future. Choose a manager you trust and that can generate a good future return for your pension.
Carnegie Fonder’s history goes back to 1988 when we started our first equity and fixed-income funds, and as early as 1996 we launched our first equity fund focused on emerging markets. Ten years later we were among the pioneers when we started a fund focusing on Nordic corporate bonds.
This means that we have a long track record, and our fund managers have extensive industry experience and excellent knowledge of their markets. Moreover, a number of our managers are highly ranked in their individual fields, with awards from institutions such as Citywire, Thomson Reuters and Morningstar.
Invest for the long term in Carnegie Fonder’s products, for either your occupational pension or premium pension.
Each year, a maximum of 2.5 percent of your pensionable income is set aside for your premium pension directly with the Swedish Pensions Agency (formerly called the Premium Pension Authority, PPM). This allows you to select most of our funds, and the management charges are heavily discounted.
Since the investment is made directly with the Pensions Agency, we are unfortunately not able to view your holdings when you contact us.
Would you like information about any of our funds? No problem, get in touch and we will help.